Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD C. FORTUNA
EIN 52-1930412Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$747K assets
Welfare
0
Participants
4
8828 HARNESS TRAIL - POTOMAC, MD 20854301-299-6013
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $747K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RICHARD C. FORTUNA DBA SEA L.C. PROFIT SHARING PLAN
ProfitSharing
Assets$555K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD C. FORTUNA DBA SEA L.C. MONEY PURCHASE PLAN
MoneyPurchase
Assets$192K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RICHARD C. FORTUNA DBA SEA L.C. PROFIT SHARING PLAN | ProfitSharing | $555K | 2 | 2025 | |
| 002 | RICHARD C. FORTUNA DBA SEA L.C. MONEY PURCHASE PLAN | MoneyPurchase | $192K | 2 | 2025 |
Retirement plans